|
|
|
| Authored by: Anonymous on Thursday, May 10 2012 @ 06:29 AM EDT |
Still it's not going to look quite so rosy when Oracle have to write down the
whole 100% of the purchase price and the shareholders demand their money back.
$7.4B may only be what 6/7% market cap? but folk will start looking real hard,
once they realise that it's not just the fact that the Sun business is dead
under Oracles watch.
Oracle already lost $20B of it MC end of last year.
Also looks like the markets priced in the $7.4 billion loss in the last 5 days,
but all that does is undo the $6Billion win that was priced in when the case
started, it's not done yet by a long shot.
They look like they've messed up and once the race to the bottom starts there
will be loss-cutting compounding the position.
Closer examination will make public that not only have Oracle mismanaged their
own business (3 days!), not only have they thrown away Suns Crown Jewels,
they've also absolutely obliterated any industry mind-share (goodwill) that Sun
bought with them. I Leave as an exercise for the reader any other disasters that
they might have hiding under the hood.
Not only has it lost industry mindshare, it has lost public mind-share due it's
abuse of federal institutions and it's own staff.
Anybody who currently has any kind of business relationship with Oracle, now has
a fiduciary and regulatory duty to review it's relationship with same in light
of some of the actions that Oracle has taken, it's propensity to litigate rather
than negotiate is a risk no-one wants to face.
Once the motivation is in place to consider options, it will be painfully
obvious that Oracle is an outdated, outmoded, non-agile legacy, it will swiftly
find itself replaced more more network-centric agile respondents who are
actually interested in building relationships with their clients in the mode of
the socially connected world we now live in, and the vicious cycle will
continue.
The only people winning at the moment are the lawyers.
I am not an analyst.
I am not a financial advisor
This is not financial advice
I am not invested (long or short)
Your investment will go down (or not)
I implore you not to take my word for it
Always seek advice
#include <stddisclaimer>
&c.
just playing with my crystal ball[ Reply to This | Parent | # ]
|
|
|
|
|
